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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,314 | $158,852-71.5% | $121,220-62.6% | $135,380-66.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.55% | -0.64%-7.9pp | 16.94%-25.5pp | 519.81%-528.4pp |
| Employer contribution / active EE | $9,207 | $5,666+62.5% | $4,023+128.9% | $4,779+92.7% |
| Participant deferral / active EE | $8,450 | $4,006+111.0% | $3,345+152.6% | $5,609+50.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |